Greenoaks Capital
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
30
// PORTFOLIO VALUATION (TRACKED)
$241.6B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
45
// THREAT LEVEL DISTRIBUTION
- ARMED13 · 43.3%
- DANGEROUS5 · 16.7%
- BLOATED5 · 16.7%
- TERMINAL HYPE4 · 13.3%
- HUNTED2 · 6.7%
- ZOMBIECORN1 · 3.3%
Based on 30 enriched portfolio companies
// FULL NETWORK ACCESS
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Stop analyzing one fund at a time. Instantly filter every VC, angel investor, and corporate fund by sector, stage, and portfolio performance. Find every fund backing your specific market vertical. See which investors have the best and worst track records — ranked by WOWL hit rate and miss rate across 1,032 unicorn companies.
2,033 investors tracked · 1,032 portfolio companies assessed
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// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
30 companies · $241.6B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| DoorDash | ecommerce | $45B | SERIES_C | 2016 | HUNTED |
| Coupang | ecommerce | $30B | SERIES_B | 2014 | DANGEROUS |
| Scale AI | ai | $29B | SERIES_D | 2021 | ARMED |
| Rippling | fintech | $16.8B | SERIES_D | 2021 | DANGEROUS |
| Discord | communication software | $15B | SERIES_C | 2018 | ARMED |
| Brex | banking | $12.3B | SERIES_A | 2018 | ARMED |
| Airtable | data management | $11B | SERIES E | 2021 | TERMINAL HYPE |
| Oyo | hospitality | $9.6B | SERIES_B | 2015 | TERMINAL HYPE |
| Vercel | cloud computing | $9.3B | SERIES_B | 2021 | BLOATED |
| Kavak | automotive | $8.7B | SERIES_B | 2019 | TERMINAL HYPE |
| Airwallex | fintech | $8B | SERIES_E | 2021 | DANGEROUS |
| StarkWare Industries | blockchain | $8B | SERIES_D | 2022 | ARMED |
| Carta | equity management | $7.4B | SERIES_F | 2021 | DANGEROUS |
| PAPAYA Global | hr tech | $3.7B | SERIES_C | 2021 | ARMED |
| Coalition | cybersecurity | $3.5B | SERIES_B | 2019 | DANGEROUS |
| Loft | marketplace | $2.9B | SERIES_B | 2020 | BLOATED |
| KeepTruckin | fleet management | $2.25B | SERIES_B | 2016 | ARMED |
| Pipe | fintech | $2B | SERIES_B | 2021 | TERMINAL HYPE |
| Cockroach Labs | cloud computing | $2B | SERIES_E | 2021 | ARMED |
| Creditas | financial services | $1.75B | SERIES_D | 2019 | ARMED |
// RECENT ACTIVITY
// WOWL ASSESSMENT
Greenoaks backed DoorDash, Coupang, and Scale AI early — genuine conviction bets that hit before the 2021 feeding frenzy. The fund's 17% hit rate places it in the top quartile for large growth-stage investors. But the portfolio carries structural weight: three TERMINAL HYPE companies (Airtable, Oyo, Kavak) representing $29.3B in markdowns waiting to happen, plus fintech exposure that looked smarter in the ZIRP era than today.
DoorDash and Coupang exits prove the strategy works when the picks are right — both companies went public and held value. Scale AI at $29B represents the new vintage: AI infrastructure before it became consensus. The misses tell the counter-story: Airtable raised at $11B with no path to justify it, Oyo's $9.6B hotel aggregation play collapsed post-pandemic, Kavak's $8.7B used-car marketplace never proved unit economics. Portfolio split: 5 wins carrying 10 bets that won't return capital.
// THREAT LEVEL: ARMED
VERDICT: Won the 2015-2019 vintage, now defending gains against a portfolio that bet on growth at any price.
// WHY WOWLS WATCHES
The fund's ability to exit Airtable, Oyo, and Kavak before markdowns crystallize determines whether this is a top-decile performer or merely survivors of the bubble. Fintech concentration is the tell — if Brex and Rippling can't find profitable growth, the portfolio math changes fast.
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// INTELLIGENCE DISCLAIMER: Fund assessments represent editorial opinion based on publicly available data. Portfolio coverage reflects companies tracked in the WOWLS database and may not represent complete investment history. Hit and miss rates are calculated from tracked portfolio companies only. Not financial or investment advice.
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